About this episode

Alicia breaks down Intuit's fiscal Q2 2026 earnings report, highlighting key performance metrics and strategic initiatives.

Alicia breaks down Intuit's fiscal Q2 2026 earnings report, covering strong performance from QuickBooks Online, TurboTax, and Credit Karma alongside a notable drag from MailChimp. She also unpacks Intuit's growing push into the mid-market through Intuit Enterprise Suite, its expanding AI strategy — including a new integration with Claude Cowork — and what looming price increases could mean for small businesses and their bookkeepers. Sponsors UNC - https://uqb.promo/unc (00:00) - Q2 2026 Report Overview (00:52) - QuickBooks Growth Drivers (01:16) - Intuit Enterprise Suite Surge (02:11) - Claude AI Inside IES (03:07) - QBO Services and SMB Trends (04:19) - TurboTax and Credit Karma Wins (04:53) - Assisted Tax Push (06:40) - MailChimp Slows Down (07:50) - Guidance and HI Focus (08:58) - AI Monetization and Pricing (10:39) - Competitive Moat and Data (11:49) - Wrap Up and Key Takeaways (12:30) - Alicia Updates and Classes LINKS Intuit’s FQ2 January 2026 earnings report: https://investors.intuit.com/news-events/press-releases/detail/1307/intuit-reports-strong-second-quarter-results-and-reiterates-full-year-guidance Alicia’s upcoming classes: eCommerce in QBO…

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